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Bank of America

2,598 hedge funds and large institutions have $152B invested in Bank of America in 2023 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 988 increasing their positions, 1,177 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,598
Holders Change
-29
Holders Change %
-1.1%
% of All Funds
41.42%
Holding in Top 10
74
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-13.95%
% of All Funds
1.18%
New
151
Increased
988
Reduced
1,177
Closed
150
Calls
$4.24B
Puts
$5.79B
Net Calls
-$1.55B
Net Calls Change
+$59.2M
Name Holding Trade Value Shares
Change
Shares
Change %
FWCM
1926
Ferguson Wellman Capital Management
Oregon
$396K -$8.65K -316 -2%
ACP
1927
Aviance Capital Partners
Florida
$396K -$17.2K -627 -4%
SSWM
1928
Sheets Smith Wealth Management
North Carolina
$395K +$2.9K +106 +0.7%
LCM
1929
LVM Capital Management
Michigan
$393K +$4.05K +148 +1%
MWAM
1930
Manhattan West Asset Management
California
$393K +$27.1K +1,061 +7%
PBF
1931
Petix & Botte Financial
California
$392K
NWA
1932
New World Advisors
Massachusetts
$392K +$9.5K +347 +2%
VC
1933
Veracity Capital
Georgia
$391K +$24.3K +888 +7%
GSIAS
1934
Garden State Investment Advisory Services
New Jersey
$391K +$26.3K +956 +7%
PFA
1935
Pure Financial Advisors
California
$390K +$51.1K +1,867 +15%
RHAM
1936
Round Hill Asset Management
California
$389K -$12.5K -456 -3%
BP
1937
BBR Partners
New York
$389K +$50.8K +1,855 +15%
SC
1938
Saiph Capital
New Jersey
$389K +$457 +122 +0.1%
GDP
1939
Great Diamond Partners
Maine
$389K -$18.7K -683 -5%
CFO
1940
CVA Family Office
Colorado
$388K +$92.2K +3,368 +31%
KCM
1941
Kathmere Capital Management
Pennsylvania
$387K +$387K +14,150 New
NG
1942
Northstar Group
New York
$387K +$55 +2 +0%
GKWIM
1943
Gerber Kawasaki Wealth & Investment Management
California
$387K -$6.19K -226 -2%
SC
1944
Sawyer & Company
Massachusetts
$386K
TCWM
1945
Total Clarity Wealth Management
Illinois
$386K +$80.1K +2,927 +26%
WA
1946
WESPAC Advisors
California
$385K -$79.4K -2,901 -17%
HI
1947
Hudock Inc
Pennsylvania
$385K +$1.26K +46 +0.3%
DWM
1948
Defined Wealth Management
Oregon
$384K +$3.97K +145 +1%
Cohen & Steers
1949
Cohen & Steers
New York
$384K
BB
1950
Bell Bank
North Dakota
$384K +$74.9K +2,736 +24%